Senior Financial Services Specialist

5 days ago

Gurgaon Gurugram Delhi NCR Delhi, India beBeeWealth Full time US$ 9,00,000 - US$ 12,00,000
Wealth Manager Job Description

This role involves managing the banking and investments relationship of clients and is responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.

The successful candidate will be expected to develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

  • Identify current and potential relationships with additional revenue potential and grow business.
  • Complete sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
  • Sell a full range of consumer and commercial products to current and potential HNI/NRI Relationships.
  • Drive higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.

Key Responsibilities:

  • Relationship Management: Manage the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.
  • Customer Service: Develop, manage, and expand Yes customer relationships by providing service level which exceeds client expectations of most important customer segment.
  • Growth Opportunities: Identify current and potential relationships with additional revenue potential and grow business.
  • Sales Targets: Complete sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
  • Product Penetration: Sell a full range of consumer and commercial products to current and potential HNI/NRI Relationships.

Requirements:

  • Strong Relationship Building Skills
  • Excellent Communication and Interpersonal Skills
  • Able to work in a fast-paced environment
  • Good analytical and problem-solving skills

Benefits:

  • Competitive Salary Package
  • Opportunities for Career Growth and Development
  • Collaborative and dynamic work environment

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